My Team Members
Our team comes from diverse professional backgrounds, bringing our clients a distinct array of strengths and perspectives. Heather also has attained CERTIFIED FINANCIAL PLANNER™ certification, the result of a rigorous program of study and examination, adherence to a strict code of ethics, and extensive continuing education. Combining our skills, experience and knowledge, we work toward a common vision: Helping our clients map a route to their financial goals.
Our support team shares our dedication to helping you reach your financial destination. Combining extensive industry experience and individual insight, they provide responsive, personalized service to each of our clients.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
